YieldMax Russell 2000 0DTE Covered Call Strategy ETF RDTY Strategy

| Medalist Rating as of | See YieldMax ETFs Investment Hub

Strategy

The investment seeks current income; the fund’s secondary objective being capital appreciation. The fund seeks to achieve its investment objective by employing a synthetic covered call strategy, designed to generate current income on a weekly basis while also providing exposure to the price return of the Russell 2000 Index. In executing this strategy, the manager will utilize call options that reference the index or on passively managed ETFs that seek to track the index’s performance. The fund is non-diversified.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
RDTY
YieldMax Russell 2000 0DTE Covered Call Strategy ETFETFOpen— $17.50M1.000%——$5.22M

Sponsor Center